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INTERCOASTAL WEALTH PLANNING, LLC - Florida Company Profile

Company Details

Entity Name: INTERCOASTAL WEALTH PLANNING, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

INTERCOASTAL WEALTH PLANNING, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 21 Sep 2021 (4 years ago)
Document Number: L21000417313
FEI/EIN Number 87-4692394

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 6751 N Federal Highway, Suite 400, BOCA RATON, FL, 33487, US
Mail Address: 816 NE BAY COVE ST., BOCA RATON, FL, 33487
ZIP code: 33487
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BENNETT ELIZABETH M Authorized Member 816 NE BAY COVE ST, BOCA RATON, FL, 33487
BENNETT ELIZABETH M Agent 816 NE BAY COVE ST., BOCA RATON, FL, 33487

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000051424 INTERCOASTAL WEALTH PLANNING ACTIVE 2022-04-25 2027-12-31 - 6751 N. FEDERAL HIGHWAY, SUITE 400, BOCA RATON, FL, 33487
G22000026838 INTERCOASTAL WEALTH PLANNING, LLC ACTIVE 2022-02-15 2027-12-31 - 816 NE BAY COVE. ST., BOCA RATON, FL, 33487

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-03-06 6751 N Federal Highway, Suite 400, BOCA RATON, FL 33487 -

Documents

Name Date
ANNUAL REPORT 2024-04-30
ANNUAL REPORT 2023-02-18
ANNUAL REPORT 2022-03-06
Florida Limited Liability 2021-09-21

Date of last update: 01 Apr 2025

Sources: Florida Department of State